CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$35.1M 0.3%
+1,733,509
102
$34.8M 0.3%
+355,128
103
$33.4M 0.28%
+2,388,230
104
$31.3M 0.27%
+602,150
105
$31.3M 0.27%
+1,218,273
106
$31.3M 0.27%
+2,056,149
107
$29.7M 0.25%
+757,664
108
$29.6M 0.25%
+279,726
109
$28.9M 0.25%
+1,039,430
110
$28.7M 0.24%
+762,143
111
$27.7M 0.24%
+755,151
112
$25M 0.21%
+1,362,990
113
$24.9M 0.21%
+1,069,966
114
$24.8M 0.21%
+757,030
115
$24.6M 0.21%
+590,627
116
$24.3M 0.21%
+128,398
117
$24.2M 0.21%
+356,258
118
$23.3M 0.2%
+555,936
119
$22.4M 0.19%
+269,504
120
$22.3M 0.19%
+299,040
121
$22M 0.19%
+570,918
122
$21.7M 0.18%
+83,959
123
$21.2M 0.18%
+39,593
124
$20.7M 0.18%
+856,950
125
$20.5M 0.17%
+384,335
3 4
5
6 7